A complete list of active advisors currently associated with Marathon Retirement Planning
Warmer can help you find a great advisor at Marathon Retirement Planning or one who fits your needs even better.
Marathon Retirement Planning provides ongoing investment management and comprehensive financial planning and project-based advice for individuals, qualified retirement plans, trusts, estates, charitable organizations and business entities. The firm manages client portfolios across a broad set of securities and implements tailored plans that address cash flow, insurance, tax, business and estate planning objectives. The firm’s process begins with an interview and data‑gathering to develop an asset allocation and investment plan, with portfolios monitored and rebalanced over time using public research, corporate ratings and consultations with specialists; most accounts are managed with limited discretionary authority and are customized rather than following standardized model portfolios. Marathon also refers clients to third‑party managers (including Retirement Management Systems LLC) and continues to counsel clients whose accounts are placed with those managers. Noteworthy differences from many peers include the firm’s role in insurance distribution—its advisors are licensed insurance agents, devote a portion of practice time to insurance, and may receive commissions on insurance and other product sales, which the firm discloses as a potential conflict of interest. The firm also conducts occasional educational seminars (sponsored by colleges, churches, or businesses) and generally recommends a small set of familiar third‑party managers instead of performing an individualized manager search for each client.
To learn more about the advisors currently working at Marathon Retirement Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dublin, CA
| 0
| |
Dublin, CA
| 38
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)